RIA Intel›Advisers›Ohio›BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Advisory

N·CINCINNATI, OH

Data as of Apr 18, 2022 · Source: SEC Form ADV

Total AUM
$666M
1-Year AUM Growth
+20.5%
3-Year CAGR
+18.1%
Employees
4
Assets Under Management
Total AUM$666M
Discretionary AUM$666M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers9
Employee Growth (1Y)—
Filing History
Total Filings on Record30
First FilingAug 22, 2013
Latest FilingApr 18, 2022
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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